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PaulCo's avatar
PaulCo
Helper II
9 years ago
Solved

Salesforce Refresh

Hi There   I've created a dashboard in the Power BI desktop application which imports data from the Salesforce Reports Get Data funtcionality. I am using a trial Pro License. I want to know how to ...
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Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi PaulCo,

You combine online data source(Salesforce) and on-premises data sources(Excel file) in a single dataset, please install Power BI personal gateway and enter credentials for each data source after configuring personal gateway in your dataset following guide in the article below, this way, you will be able to set schedule refresh for this dataset.

https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-4-6-install-configure-personal-gateway/

Thanks,
Lydia Zhang

ariankrakov's avatar
ariankrakov
New Member
8 years ago

Hi !! 

I am using only Salesforce and it´s does not refresh automathicaly. I tried adding a schedulled refresh but did not work. 

 

Any idea what I should be checking?

 

thanks!